Generalist · Tokyo, Japan
Mitsubishi Ufj Trust & Banking
Q1 2024 · compared with Q4 2023
Filed as Mitsubishi Ufj Trust & Banking Corp
- Software
- $4.9B
- Weight of 13F
- 11.3%
- Names
- 84
- Net bought
- −$291M
Filed 10 May 2024 · SEC filing.
1,073 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026131 names$3.8B+$84.6M
- Q1 202673 names$3.5B−$51.3M
- Q4 202584 names$4.6B−$46.4M
- Q3 202583 names$5.6B−$11.6M
- Q2 202580 names$5.4B+$141M
- Q1 202578 names$4.3B−$193M
- Q4 202477 names$5.0B−$141M
- Q3 202477 names$4.8B−$48.9M
- Q2 202479 names$4.8B−$133M
- Q1 202484 names$4.9B−$291M
- Q4 202383 names$4.9B−$184M
- Q3 202383 names$4.3B−$123M
- Q2 202381 names$4.7B−$38.0M
- Q1 202378 names$4.1B+$8.1M
- Q4 202277 names$3.4B+$115M
- Q3 202276 names$3.3B+$111M
- Q2 202274 names$3.4B+$1.7B
- Q1 202277 names$4.3B−$192M
- Q4 202179 names$5.1B−$91.0M
- Q3 202174 names$4.8B−$179M
- Q2 202173 names$4.8B+$1.6B
- Q1 202170 names$4.4B−$457M
- Q4 202069 names$4.8B−$48.2M
- Q3 202067 names$4.4B−$312M
- Q2 202064 names$3.9B+$337M
- Q1 202061 names$2.8B+$219M
- Q4 201964 names$2.8B+$53.1M
- Q3 201958 names$2.4B+$101M
- Q2 201955 names$2.4B+$166M
- Q1 201939 names$2.0B+$34.4M
- Q4 201838 names$1.6B+$35.5M
- Q3 201833 names$1.8B−$2.0B
- Q2 201831 names$3.5B+$94.8M
- Q1 201830 names$3.2B+$18.8M
- Q4 201730 names$2.9B+$13.8M
- Q3 201729 names$2.6B+$33.8M
- Q2 201728 names$2.5B−$3.8M
- Q1 201727 names$2.3B−$625K
- Q4 201626 names$2.1B−$48.3M
- Q3 201626 names$2.1B+$41.0M
- Q2 201625 names$1.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT4,998,720 shares · 42.7% of their software · price +$223M$2.1B−$107M
- AdobeADBE352,896 shares · 3.6% of their software · price −$32.5M$178M−$24.6M
- SalesforceCRM577,975 shares · 3.5% of their software · price +$22.0M$174M−$3.0M
- FortinetFTNT2,365,331 shares · 3.3% of their software · price +$23.1M$161M−$25.5M
- OracleORCL966,904 shares · 2.5% of their software · price +$19.5M$121M−$11.5M
- IntuitINTU177,837 shares · 2.3% of their software · price +$4.4M$115M−$5.2M
- The Trade DeskTTD1,298,830 shares · 2.3% of their software · price +$20.1M$114M−$11.8M
- CloudflareNET1,169,881 shares · 2.3% of their software · price +$15.9M$113M−$8.6M
- ServiceNowNOW124,691 shares · 1.9% of their software · price +$7.0M$95.1M−$2.9M
- ShopifySHOP1,148,220 shares · 1.8% of their software · price −$838K$88.6M−$10.9M
- SynopsysSNPS141,161 shares · 1.6% of their software · price +$8.0M$80.9M−$5.4M
- Roper Technologies, Inc.ROP141,038 shares · 1.6% of their software · price +$2.2M$78.9M+$2.6M
- CadenceCDNS247,830 shares · 1.6% of their software · price +$9.6M$77.2M−$7.5M
- Uber Technologies, Inc.UBER972,821 shares · 1.5% of their software · price +$15.0M$74.9M−$3.1M
- Automatic Data Processing, Inc.ADP289,366 shares · 1.5% of their software · price +$4.9M$72.3M−$4.2M
- WorkdayWDAY241,043 shares · 1.3% of their software · price −$798K$65.7M−$5.2M
- Block, Inc.XYZ775,835 shares · 1.3% of their software · price +$5.6M$65.5M+$8.3M
- CoStarCSGP669,679 shares · 1.3% of their software · price +$6.2M$64.7M−$5.9M
- DatadogDDOG490,820 shares · 1.2% of their software · price +$1.1M$60.7M−$5.5M
- AtlassianTEAM305,763 shares · 1.2% of their software · price −$13.1M$59.6M−$3.7M
- Fiserv, Inc.FISV340,121 shares · 1.1% of their software · price +$9.2M$54.3M−$3.8M
- Palo Alto NetworksPANW177,064 shares · 1.0% of their software · price −$1.9M$50.3M−$4.4M
- NetApp, Inc.NTAP477,816 shares · 1.0% of their software · price +$8.0M$50.2M+$6.6M
- VeevaVEEV203,896 shares · 1.0% of their software · price +$8.0M$47.1MFlat
- Check PointCHKP285,417 shares · 1.0% of their software · price +$3.2M$46.9M+$2.2M
- SnowflakeSNOW261,573 shares · 0.9% of their software · price −$9.8M$42.3M−$20.3M
- AutodeskADSK156,944 shares · 0.8% of their software · price +$2.7M$40.8M−$1.9M
- CrowdStrikeCRWD118,619 shares · 0.8% of their software · price +$7.7M$38.0M−$2.0M
- AkamaiAKAM250,745 shares · 0.6% of their software · price −$2.4M$27.3MFlat
- Paychex, Inc.PAYX219,365 shares · 0.5% of their software · price +$809K$26.9M−$3.3M
- F5, Inc.FFIV132,022 shares · 0.5% of their software · price +$1.4M$25.0M+$9.7M
- Fair IsaacFICO19,884 shares · 0.5% of their software · price +$1.7M$24.9M−$5.0M
- VeriskVRSK99,236 shares · 0.5% of their software$23.4MFlat
- VeriSign, Inc.VRSN122,832 shares · 0.5% of their software · price −$2.0M$23.3M−$7.1M
- Gen DigitalGEN1,032,568 shares · 0.5% of their software$23.1M+$695K
- GoDaddyGDDY191,924 shares · 0.5% of their software · price +$2.4M$23.0M+$9.5M
- SamsaraIOT601,594 shares · 0.5% of their software · price +$2.7M$22.7M+$1.5M
- PalantirPLTR944,057 shares · 0.4% of their software · price +$5.5M$21.7M−$1.9M
- MongoDBMDB58,526 shares · 0.4% of their software · price −$2.9M$21.0M−$3.6M
- Manhattan AssociatesMANH77,727 shares · 0.4% of their software · price +$2.7M$19.4M+$1.6M
- FactSetFDS41,698 shares · 0.4% of their software · price −$945K$18.8M−$1.4M
- AppLovinAPP250,641 shares · 0.4% of their software · price +$7.4M$17.3M+$9.9M
- SS&CSSNC269,447 shares · 0.3% of their software · price +$878K$17.2MFlat
- HubSpotHUBS25,996 shares · 0.3% of their software · price +$1.2M$16.3M−$1.3M
- DropboxDBX635,662 shares · 0.3% of their software · price −$3.3M$15.5M−$1.1M
- PTCPTC80,497 shares · 0.3% of their software · price +$1.1M$15.2M−$639K
- BroadridgeBR69,872 shares · 0.3% of their software$14.3M−$34.1M
- ZoomZM217,731 shares · 0.3% of their software · price −$1.4M$14.2M−$1.5M
- Corpay, Inc.CPAY39,115 shares · 0.2% of their software · price +$1.0M$12.1MNew · +$11.1M
- GitLabGTLB192,335 shares · 0.2% of their software · price −$892K$11.2M−$615K
- DocuSignDOCU180,763 shares · 0.2% of their software$10.7MFlat
- Tyler TechnologiesTYL24,335 shares · 0.2% of their software$10.3M−$609K
- DoximityDOCS376,040 shares · 0.2% of their software$10.1M−$1.4M
- ZscalerZS48,727 shares · 0.2% of their software · price −$1.4M$9.4M−$1.2M
- DuolingoDUOL40,793 shares · 0.2% of their software$9.0M−$823K
- OktaOKTA80,470 shares · 0.2% of their software · price +$1.1M$8.4M−$924K
- TrimbleTRMB129,595 shares · 0.2% of their software · price +$1.4M$8.3MFlat
- CertaraCERT410,470 shares · 0.1% of their software$7.3M−$1.2M
- PaycomPAYC35,261 shares · 0.1% of their software$7.0MFlat
- OpenTextOTEX182,142 shares · 0.1% of their software · price −$581K$7.0MFlat
- TwilioTWLO109,229 shares · 0.1% of their software · price −$1.6M$6.7M−$2.9M
- DynatraceDT135,237 shares · 0.1% of their software · price −$1.1M$6.3MFlat
- Endava plcDAVA166,310 shares · 0.1% of their software · price −$6.6M$6.3M+$3.9M
- Bentley SystemsBSY109,623 shares · 0.1% of their software$5.7MFlat
- UiPathPATH231,694 shares · 0.1% of their software · price −$503K$5.2MFlat
- WixWIX37,090 shares · 0.1% of their software · price +$536K$5.1M−$3.0M
- CourseraCOUR348,320 shares · 0.1% of their software · price −$1.9M$4.9M−$591K
- PaylocityPCTY25,763 shares · 0.1% of their software$4.4MFlat
- ToastTOST176,003 shares · 0.1% of their software · price +$1.2M$4.4MFlat
- Karooooo Ltd.KARO163,347 shares · 0.1% of their software$4.0MFlat
- UnityU125,424 shares · 0.1% of their software · price −$1.8M$3.3MFlat
- Grab Holdings LimitedGRAB1,056,941 shares · 0.1% of their software$3.3MFlat
- BILLBILL47,926 shares · 0.1% of their software · price −$617K$3.3MFlat
- monday.comMNDY14,422 shares · 0.1% of their software · price +$549K$3.3MFlat
- TeradataTDC65,971 shares · 0.1% of their software$2.5MFlat
- Global-EGLBE48,279 shares · 0.0% of their software$1.8MFlat
- Amdocs LimitedDOX18,148 shares · 0.0% of their software$1.6MFlat
- CommvaultCVLT5,867 shares · 0.0% of their software$595KNew · Flat
- TenableTENB11,482 shares · 0.0% of their software$568KFlat
- JFrogFROG11,176 shares · 0.0% of their software$494KNew · Flat
- NetScout Systems, Inc.NTCT16,772 shares · 0.0% of their software$366KFlat
- Lyft, Inc.LYFT3,886 shares · 0.0% of their software$75KFlat
- Rackspace Technology, Inc.RXT33,263 shares · 0.0% of their software$51KFlat
- DescartesDSGX300 shares · 0.0% of their software$28KFlat
